Mischfonds
Bei Mischfonds handelt es sich um eine Zwischenform aus Aktien- und Rentenfonds, die dem Anleger ermöglicht, sowohl in Anteilsscheine als auch in festverzinsliche Wertpapiere zu investieren. Je nach Marktsituation können die jeweiligen Anteile des Mischfonds angepasst werden. Konservative Fonds dieser Kategorie haben einen höheren Renten- oder Geldmarktanteil und bergen somit ein geringeres Risiko, aber auch kleinere Gewinne. Progressive Mischfonds legen hingegen überwiegend in Aktien an, was sowohl das Risiko aber auch die Gewinnchancen erhöht.
| Name | Valor | Fondsgesellschaft | Währ. | 1Y % | 3Y % | 5Y % | Vol. (Mio.) |
|---|---|---|---|---|---|---|---|
| Insight Broad Opportunities Fund Class B1 SGD Shares Fonds | Insight Investment Management (Europe) Limited | SGD | - | - | - | 1678.58 | |
| Insight Broad Opportunities Fund Class B1 Sterling Shares Fonds | 10554391 | Insight Investment Management (Europe) Limited | GBP | 5.08 | 17.54 | 14.75 | 1061.2 |
| Insight Broad Opportunities Fund Class B1 USD Shares Fonds | 27548043 | Insight Investment Management (Europe) Limited | USD | 5.23 | 18.72 | 17.19 | 1061.2 |
| Insight Broad Opportunities Fund Class B1p Sterling Shares Fonds | 10554397 | Insight Investment Management (Europe) Limited | GBP | 10.32 | 6.65 | 14.69 | 1838.24 |
| Insight Broad Opportunities Fund Class B1p Yen Shares Fonds | 26505726 | Insight Investment Management (Europe) Limited | JPY | 1.05 | 2.41 | -1.42 | 1061.2 |
| Insight Broad Opportunities Fund Class S Euro Shares Fonds | 25607999 | Insight Investment Management (Europe) Limited | EUR | -3.31 | 3.77 | 12.13 | 1061.2 |
| Insight Broad Opportunities Fund Class S Sterling Shares Fonds | 13126365 | Insight Investment Management (Europe) Limited | GBP | 5.60 | 19.30 | 17.64 | 1061.2 |
| Insight Broad Opportunities Fund Class S US Dollar Shares Fonds | Insight Investment Management (Europe) Limited | USD | 7.71 | 23.00 | 34.26 | 1061.2 | |
| Institutional BVG/LPP - BVG/LPP 25 Plus A Fonds | 3674106 | GAM Investment Management (Switzerland) AG | CHF | 2.81 | 12.74 | 5.71 | 56.62 |
| Institutional BVG/LPP - BVG/LPP 25 Plus B Fonds | 3674748 | GAM Investment Management (Switzerland) AG | CHF | 4.33 | 14.86 | 8.13 | 56.62 |
| Institutional BVG/LPP - BVG/LPP 40 Plus A Fonds | 3674995 | GAM Investment Management (Switzerland) AG | CHF | 3.94 | 18.89 | 15.53 | 101.85 |
| Institutional BVG/LPP - BVG/LPP 40 Plus B Fonds | 3675044 | GAM Investment Management (Switzerland) AG | CHF | 4.70 | 20.26 | 17.35 | 101.85 |
| Institutional BVG/LPP - BVG/LPP 60 Plus A Fonds | 3675069 | GAM Investment Management (Switzerland) AG | CHF | 5.62 | 27.24 | 27.81 | 124.0 |
| Institutional BVG/LPP - BVG/LPP 60 Plus B Fonds | 3675081 | GAM Investment Management (Switzerland) AG | CHF | 6.31 | 28.61 | 29.74 | 124.0 |
| Institutional BVG/LPP Flexible Fund A1 Fonds | 22859978 | GAM Investment Management (Switzerland) AG | CHF | 4.41 | 18.16 | 16.96 | 4020.67 |
| Institutional BVG/LPP Flexible Fund A2 Fonds | 2027488 | GAM Investment Management (Switzerland) AG | CHF | 4.13 | 2.47 | 17.60 | 4020.67 |
| Institutional BVG/LPP Flexible Fund B1 Fonds | 2027494 | GAM Investment Management (Switzerland) AG | CHF | 4.62 | 18.63 | 17.64 | 4020.67 |
| Institutional BVG/LPP Flexible Fund B2 Fonds | 2027500 | GAM Investment Management (Switzerland) AG | CHF | 4.00 | 18.34 | 17.79 | 4020.67 |
| Institutional Global Macro (Series 542) Notes due 2044 USD Accumulation | Alveo Wealth Management LLC | USD | -5.78 | - | - | ||
| Invesco Balanced Risk 10 Fund (UK) (Acc) Fonds | 20362736 | Invesco Fund Managers Limited | GBP | 5.19 | - | - | 48.22 |